Professional Client

An investor that is able to meet several regulatory criteria.

An investor that is able to meet several regulatory criteria.

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Money laundering

A method of moving money obtained illicitly through the financial system so it can be used legally.
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Zero coupon bonds

What is a zero coupon bond?
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Venture Capital Trust (VCT)

A listed company run by a fund manager, investing mainly in private companies.e.
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Growth stocks

These are stocks in companies that are considered to be “growing”. These companies may be delivering new products and services, or entering new markets.
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Costs and Charges

The money you pay when investing.
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Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.
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Know Your Customer (KYC)

A legal requirement for financial firms to understand exactly who their customers are. Used to prevent money laundering and terrorist financing.
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ESG investing

ESG is a hot topic right now for investors. Understand what ESG investing is all about and how you can use it to diversify your portfolio.
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OEIC

Unique to the UK, these funds pool together money to invest from multiple investors.
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